Remote Policy Services Representative

Lever, Inc.; Urbandale (IA); Remote; USD 50,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. is seeking a remote virtual consultant to assess client needs, present options, and manage relationships after the initial meeting. You will handle administrative duties like notes, scheduling, and CRM hygiene, while guiding prospects toward informed decisions.

The role includes interviews via Zoom, no cold calling, and advancement based on performance. You'll work within the existing tech stack and enjoy full training and a modern work-from-home setup.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.